Hi Alex, In database view there is a prompt to ask if you want to create a new action when you mark an action as complete (user options setting). Is there such a thing in NXT or a way to accomplish this?
I am looking for best tips to engage alumni. What have you done to get alumni to do the initial log in for whichever system you are using? At this time we are not looking into a new system but tips to get that first point of engagement. Thank you in advance!
Hi there, Does anybody know of a way of bulk merging banks on Raiser's Edge? I'm aware of how to do so manually using the Financial Institution Clean-up function but our database has over 12,000 duplicate banks which I'm keen to merge into a master record as per their sort codes. Ideally, if any of you are able to provide…
We have an Event Registration form for a free event. If someone registers that is not already in our database as a donor, RE creates a record but it does not populate the addressee/salutation fields that typically are required fields. Am I missing something in the registration form configuration setup?
In Fundraising > Gift Management, is there way to receive an automated email notification if there are gifts waiting to be processed? When people donate via our website donation form, we get alerted so those are fine. It's these automated EFTs and recurring gifts that show up unannounced in Gift Management that we…
Hi - I’m looking for guidance on how to view installment/payment details in WebView. In a specific case, an organization (let's call it 'A') made a pledge, but the payment was made by its sister company ('B'). Is there a way to easily check from the constituent record of ‘A’ whether the pledge has been paid through Giving…
We've been trying to come up with a solution to this question internally and searching through the knowledgebase for the last couple years without any success. Hopefully one of you has figured something out! Our constituents include many people with multiple homes (sometimes 4 or more). When our development staff travel to…
Hi all, Some unsettling discrepancies were brought to my attention by a colleague today. We use the Events module in RE NXT and have 2 different forms for the same event live right now. We selected the first option - Blackbaud pays - which when rolled out meant donors were being “opted in” to paying the processing fees for…
I am hoping for some advice on what others have done to not show the word “Free” on an event after hitting Next during active registration use. I have clicked the box to not show the column during registration, and that works perfectly. My problem is, while actively using the form and registering (as an end user would),…
Hi Hive Mind, I'm trying to set up a workflow based on Constituent Code start date. >Constituent fills an online TypeRorm. >Power Automate flow adds them into RE with one of 4 constituent codes associated with their form response and todays date as constituent code start date. I now want to set up a list per constituent…
It looks like you're new here. Sign in or register to get started.